Filed November 4, 2020 (most recent of 2 filings on file)
Total covered: 2 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,299 | $138,347-11.6% | $184,203-33.6% | $80,856+51.3% |
| Participation rate | 76.2% | 83.9%-7.7pp | 86.8%-10.6pp | 67.6%+8.6pp |
| Annual return | 12.37% | 20.02%-7.7pp | 28.81%-16.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $4,218 | $4,850-13.0% | $6,427-34.4% | $2,755+53.1% |
| Participant deferral / active EE | $2,972 | $7,071-58.0% | $9,131-67.5% | $4,296-30.8% |
| Admin fee / account holder | $8,581 | $10,483-18.2% | $13,901-38.3% | $6,918+24.0% |